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Nome | Título | Desde | Até |
---|---|---|---|
Adam B. Bergman | Portfolio Manager | 2023 | Agora |
Biografia | Adam B. Bergman, CFA (age 49) joined the Advisor in 2022 and currently serves as a Senior Vice President. Prior to joining the Advisor, Mr. Bergman was a Portfolio Manager and Executive Director at Sterling Capital Management, a Truist subsidiary, from 2007 until 2022 | ||
Michael S. Beall | Executive Vice President | 2010 | Agora |
Biografia | Michael S. Beall, CFA (age 69) joined the Advisor in 1980 and currently serves as an Executive Vice President and Director. | ||
George L. Smith | Senior Vice President | 2010 | Agora |
Biografia | George L. Smith, III, CFA (age 47) joined the Advisor in 1997 and currently serves as a Senior Vice President, Director and coordinator of the buy-side research. | ||
Joel M. Ray | Senior Vice President - Director of Equity Research - Investment Policy Com | 2020 | 2023 |
Biografia | Joel Ray is a member of the Davenport Investment Policy Committee as well as the Director of Equity Research. He has been in the industry since 1981 and at Davenport & Company since 2004. Joel received his BA in Biology from Colgate University and his MBA from Cornell University (Johnson). He is a holder of the Chartered Financial Analyst designation. | ||
Christopher G. Pearson | Analyst | 2019 | 2023 |
Biografia | Christopher G. Pearson, CFA (age 39) joined the Advisor in 2006 and currently serves as a Senior Vice President and Director | ||
John P. Ackerly | Senior Vice President | 2010 | 2023 |
Biografia | Serves on Davenport's Executive Committee and Board of Directors; President of the Davenport Mutual Funds; Past President, Richmond Society of Financial Analysts; Previously served as Portfolio Manager for Central Fidelity Bank | ||
E. Trigg Brown | Executive Vice President | 2010 | 2023 |
Biografia | E. Trigg Brown, Jr. (age 57) joined Davenport & Company LLC in 1982 and currently serves as a Financial Advisor and the Branch Manager of the Advisor’s Richmond, Virginia branch. Mr. Brown is a member of the Advisor’s Executive Committee and has been a member of the Investment Policy Committee since October 2002. | ||
Robert B. Giles | Executive Vice President | 2010 | 2023 |
Biografia | Robert B. Giles joined Davenport & Company in 1967 and currently serves as an Executive Vice President and Director. Mr. Giles has been a member of the IPC since July 2007. | ||
David M. West | Senior Vice President, former Director, equity Research Analyst | 2012 | 2019 |
Biografia | David M. West, CFA joined Davenport & Company LLC. in 1990 and currently serves as Senior Vice President, Director and a co-director of the equity research department. Mr. West is a member of the firm’s Executive Committee and has been a member of the IPC since 2012. | ||
William M. Noftsinger | Senior Vice President | 2010 | 2019 |
Biografia | Serves on Davenport's Board of Directors; Member of Davenport's Portfolio Review Committee; Previously worked at Wheat First Securities. |
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